In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker.
Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals.
Join our community: www.nextgenplanners.co.uk
In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft.
Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this.
Join our community: www.nextgenplanners.co.uk
In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.
Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client.
Join our community: www.nextgenplaners.co.uk
In this episode Amelia talks to Nitika Vyas, co founder of Aila Money.
Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures.
Join our community: www.nextgenplanners.co.uk